StockDriftsStockDriftsTop 50 Tenet Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.66% | 46.5K | $34.5M | new | $691.91(+12.35%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.17% | 131.6K | $7.0M | new | $53.58(-1.66%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 4.42% | 103.5K | $5.9M | new | $54.05(+9.02%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.99% | 70.8K | $5.4M | new | $76.81(-1.67%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.09% | 82.2K | $4.2M | new | $48.63(+7.64%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.88% | 93.1K | $3.9M | new | $39.55(+9.56%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.7% | 9.3K | $3.6M | new | $365.99(+37.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.39% | 16.3K | $3.2M | new | $182.63(+20.71%) | 2026-06-30 | |
| IDEV | ISHARES TR | 2.26% | 34.0K | $3.0M | new | $85.01(+9.79%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.01% | 35.3K | $2.7M | new | $80.22(+3.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Tenet Wealth Partners LLC reports $134.48M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.7%), JBND (5.2%) and PAVE (4.4%). The top 20 holdings account for 68.81% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Tenet Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149209). View Tenet Wealth Partners LLC’s 13F filings on SEC